You can connect eConstruction to your Intuit QuickBooks Online account to sync Contacts, Companies, Products, and generate Invoices.
- Navigate to eConstruction Settings.
- In the Integrations section, click Configure under the INTUIT quickbooks logo .
- On the integration page, click the button labeled "Click to integrate QuickBooks".
- A pop-up window will appear. Log in to your QuickBooks account and select your company to authorize the connection.
- Map Contacts: You will be prompted to map your eConstruction fields (e.g., First Name, Last Name, Email) to the corresponding QuickBooks columns. The application will automap the fields, you may map other fields as needed.
]. - Click Save and Continue.
- Map Products: Next, map your Product fields (e.g., Name, Description, Cost, Sales Price) to sync your service catalog.
- Click Save.
- Verification: The system will now sync your data. You can verify this by checking that your QuickBooks Customers appear in the Companies and Contacts modules, and your Services appear in the Products module in eConstruction.